FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$10.7M
3
+$8.73M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.12M

Top Sells

1
+$20.5M
2
+$16.1M
3
+$9.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.21M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.98M

Sector Composition

1 Financials 2.93%
2 Technology 2.59%
3 Healthcare 1.36%
4 Energy 1.35%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$21K ﹤0.01%
100
402
$21K ﹤0.01%
217
+85
403
$20K ﹤0.01%
516
+10
404
$20K ﹤0.01%
1,093
405
$20K ﹤0.01%
2,056
+40
406
$20K ﹤0.01%
+439
407
$20K ﹤0.01%
665
+33
408
$20K ﹤0.01%
375
409
$20K ﹤0.01%
2,824
+68
410
$20K ﹤0.01%
302
411
$20K ﹤0.01%
+420
412
$20K ﹤0.01%
97
413
$19K ﹤0.01%
60
414
$19K ﹤0.01%
185
-48
415
$19K ﹤0.01%
3,500
416
$19K ﹤0.01%
118
+100
417
$19K ﹤0.01%
253
+36
418
$19K ﹤0.01%
226
419
$19K ﹤0.01%
97
420
$19K ﹤0.01%
277
+107
421
$19K ﹤0.01%
42
-8
422
$19K ﹤0.01%
298
-26
423
$19K ﹤0.01%
775
+1
424
$19K ﹤0.01%
55
-6
425
$19K ﹤0.01%
85
-412
15 16
17
18 19